See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,813 | $57,281-4.3% | $86,612-36.7% | $75,163-27.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.90% | 2670.75%-2651.9pp | 591.07%-572.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $5,229 | $2,314+125.9% | $3,022+73.0% | $2,670+95.9% |
| Participant deferral / active EE | $6,807 | $3,318+105.2% | $4,438+53.4% | $4,125+65.0% |
| Admin fee / account holder | $1,794 | $4,112-56.4% | $5,614-68.0% | $5,651-68.3% |